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Hope Bancorp

164 hedge funds and large institutions have $1.11B invested in Hope Bancorp in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 55

5% more funds holding

Funds holding: 156164 (+8)

5% less capital invested

Capital invested by funds: $1.17B → $1.11B (-$57.3M)

Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
62
Reduced
55
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$104M -$5.24M -330,941 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77.9M +$1M +63,214 +1%
BFA
3
BlackRock Fund Advisors
California
$65.4M -$4.03M -254,607 -6%
State Street
4
State Street
Massachusetts
$59.9M +$2.72M +172,040 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48.7M +$3.57M +225,545 +8%
PIM
6
Perkins Investment Management
Illinois
$43.2M +$7.56M +477,185 +21%
LCP
7
Lombardia Capital Partners
California
$37.3M -$271K -17,101 -0.7%
BIT
8
BlackRock Institutional Trust
California
$36.2M -$65.8K -4,156 -0.2%
CI
9
Cambiar Investors
Colorado
$33.1M +$3.59M +226,438 +12%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$30.6M +$10.9M +687,175 +56%
Pzena Investment Management
11
Pzena Investment Management
New York
$30.3M -$1.53M -96,408 -5%
Northern Trust
12
Northern Trust
Illinois
$26.9M -$2.92M -184,408 -10%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$22.8M -$14.8M -932,600 -39%
Norges Bank
14
Norges Bank
Norway
$22.4M +$11.1M +700,869 +100%
BTW
15
Boston Trust Walden
Massachusetts
$19.5M -$908K -57,342 -4%
Wells Fargo
16
Wells Fargo
California
$19.1M +$3.04M +192,052 +19%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$18.9M +$63.3K +4,000 +0.3%
GT
18
Glenmede Trust
Pennsylvania
$17.8M +$4.5M +284,392 +34%
Franklin Resources
19
Franklin Resources
California
$16.5M +$2.77M +174,831 +20%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$15.8M -$7.35M -464,100 -32%
WCM Investment Management
21
WCM Investment Management
California
$15.4M -$103K -6,510 -0.7%
SAM
22
Skyline Asset Management
Illinois
$15.3M +$2.93M +185,100 +24%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.3M +$13.4K +848 +0.1%
FMA
24
Fiduciary Management Associates
Illinois
$14.8M +$6.46M +407,820 +78%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.2M +$922K +58,208 +7%

HOPE Hedge Fund Activity: Q2 2014 in Review

164 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q2 2014, worth a combined $1.11B — down 4.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HOPE positions and 8 closed out — a net gain of 8 holders — while 62 added to existing stakes and 55 trimmed.

The largest buyer was Norges Bank, adding an estimated $11.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $14.8M.

  • 164 institutional investors held Hope Bancorp (HOPE) as of Q2 2014, up from 156 in Q1 2014.
  • Funds reported $1.11B of Hope Bancorp stock for Q2 2014, down 4.9% quarter-over-quarter.
  • 16 funds opened new Hope Bancorp positions in Q2 2014 and 8 closed out, a net change of +8 holders.
  • The largest Hope Bancorp buyer in Q2 2014 was Norges Bank, an estimated $11.1M added.
  • The largest Hope Bancorp seller in Q2 2014 was Lord, Abbett & Co, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2014.